+2,362.5%
SNDK vs IP
-30.5%
+2,393.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.9% | +3.3% | +4.9% |
| 7D | -17.5% | -3.0% | -14.5% | -16.3% |
| 30D | -44.0% | +10.6% | -54.6% | -46.3% |
| 3M | -26.9% | -13.6% | -13.3% | -22.5% |
| 6M | -43.3% | +10.4% | -53.7% | -47.1% |
| YTD | +273.5% | -6.5% | +279.9% | +266.2% |
| 1Y | +270.2% | -2.1% | +272.3% | +251.3% |
| All | +2,362.5% | -30.5% | +2,393.1% | +2,973.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling